Allianz Life Launches New Accumulation-Focused Fixed Index Annuities
The longtime industry leader is launching two new FIAs that include signature features like Index Lock. Allianz Life Insurance Company of North America (Allianz Life) announced today that it is expanding its offering of accumulation-focused fixed index annuities (FIAs) to…
Premier Path Wealth Partners Celebrates 3 Years of Growth and Expanded Impact
Firm builds on early momentum with deepened advisory capabilities, national visibility and a renewed focus on the value of independence in wealth management Premier Path Wealth Partners, an independent registered investment advisory firm serving closely held business owners, multigenerational families…
Ventura National Bank & Trust Rebrands Amid Rising Visibility from AI Search Tools
Ventura National Bank & Trust (VNBT) recently announced a name change from VistaNational Bank & Trust. Ventura National Bank & Trust is headquartered in Harveyville, Kansas, with its primary executive offices and client relationship operations located in St. Louis, Missouri, and…
Castine Unveils AI Tools Across Entire Platform in Commission Management First
Castine, the global leader in commission management systems, announced the launch of AI capabilities embedded across its entire platform – spanning broker and asset manager workflows. The release marks an industry first in commission management, putting AI-driven intelligence directly inside…
Snap Finance Announces New Executive Appointments
Lisa Young joins as Executive Vice President and Chief Legal Officer and Todd Mayhew joins as Executive Vice President and Chief Human Resources Officer Snap Finance®, a leading fintech platform that drives retailer growth by expanding consumer access to financing,…
TheZebra.com: Rising Insurance Premiums May Challenge Nearly Half of First-Time Homebuyers
Leading insurtech’s annual report on the state of homeowner’s insurance highlights generational trends, state-by-state rates, strategies for consumers to save and more TheZebra.com, the easiest way to compare and buy insurance, today released its 2026 State of Insurance™ | Home Report.…
Expensify Teams Up with IOCP to Broaden Access to Modern Spend Management
The partnership with the Institute of Commercial Payments centers on Bring Your Own Card, enabling companies to integrate Expensify’s automation with existing commercial card programs. Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, corporate cards, and travel, today announced…
Osaic Grows Empowered Independence Channel with Addition of Pointes North Wealth Management
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Pointes North Wealth Management (“Pointes North”), led by managing partners Nathan Auclair and Brent Balloch, CFP®, CHFC® has joined its Empowered Independence channel. The firm, which oversees more than $500 million in client…
Cash App Launches Parent-Managed Accounts to Help Kids Build Financial Habits
As the U.S. marks Financial Literacy Month this April, a new Cash App survey conducted by The Harris Poll finds that 89% of parents of Gen Alpha kids2 say their children are currently saving up for something, ranging from new toys…
X9 Releases New Standard for Single-Use Business Payment Cards
the Accredited Standards Committee X9 Inc. (X9) announced the publication of a new standard for single-use business-to-business payment cards, X9.149 — Virtual Purchase Card Payment Automation. X9.149 aims to standardize the user side of transactions in order to reduce overhead,…
Great Lakes Credit Union, Mortgage Forward and Takara Close Historic First DREAM Mortgage Deal
Chicago homeowners receive over $41,000 check at closing under first-of-its-kind program designed to break mortgage lock-in Great Lakes Credit Union (GLCU), its partner CUSO Mortgage Forward, and Takara today announced the successful close of the first-ever DREAM (Discount for Real Estate Affordability and…
Mastercard Partners with BSSC to Strengthen End-to-End Blockchain Security
Mastercard will contribute its global experience securing payments and digital infrastructure to support the Blockchain Security Standards Council (BSSC) as it works to strengthen trust, interoperability, and security across blockchain ecosystems. Mastercard has joined the Blockchain Security Standards Council (BSSC) as a…